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<h1>Adding a selector into a document</h1>
<p>Selectors allow a user to flip through the panels in a panel stack, 
 or display different attribute, custom group, or consolidation elements 
 or metrics in a Grid/Graph. The panel stack or Grid/Graph is the target 
 of the selector. For an introduction to selectors, see 
<a HREF="Selectors.htm">Providing 
 interactivity to users: Selectors</a>. </p>
<p>You can choose to either automatically maintain the targets of attribute 
 and metric selectors, or manually define these targets. </p>
<ul>
<li class=p-First-Bullet-Do-Not-Type-Text><p class=First-Bullet-Do-Not-Type-Text>&nbsp;</p></li>
	
<li class=p-Topic-Text-Bulleted><p class=Topic-Text-Bulleted>If targets 
 are automatically maintained in the layout, attribute and metric selectors 
 automatically target all Grid/Graphs and panel stacks that are in the 
 same panel or document section as the selector. </p></li>
	
<li class=p-Topic-Text-Bulleted><p class=Topic-Text-Bulleted>If targets 
 are not automatically maintained, you must manually select the targets 
 when you create all types of selectors. </p></li>
</ul>
<p>For more information on automatically maintaining targets, including 
 instructions to enable or disable it, see 
<a href="Automatically_maintaining_targets_for_selectors.htm">Automatically 
 maintaining targets for selectors</a>.</p>
<h2>Prerequisites</h2>
<ul type="disc" class="whs1">
	
<li style="margin-left: -20px;" class=p-First-Bullet-Do-Not-Type-Text><p 
 class=First-Bullet-Do-Not-Type-Text>&nbsp;</p></li>
	
<li style="margin-left: -20px;" class=p><p>The document must contain 
 at least one panel stack or Grid/Graph, to use as the target of the selector. 
 For steps, see 
<a HREF="Insert_panel_stack_into_document.htm">Inserting 
 a panel stack into a document</a> or 
<a HREF="Add_GG_to_documents.htm">Adding 
 Grid/Graphs to documents</a>. If targets are automatically maintained, 
 and you add a Grid/Graph or panel stack to the same document section or 
 panel after creating the selector, the Grid/Graph or panel stack is automatically 
 added as a target.</p></li>
</ul>
<h2>To add a selector</h2>
<ol>
<li class=p-Steps><p class=Steps>Open the document in <span style="font-weight: bold;"><B>Design 
 </B></span>or <span style="font-weight: bold;"><B>Editable Mode</B></span>. </p></li>
	
<li class=p-Steps><p class=Steps>Expand the section where you want 
 to add the selector by clicking the plus sign next to the section name.</p></li>
	
<li class=p-Steps><p class=Steps>Click the arrow next to the <span 
 style="font-weight: bold;"><B>Selector Control</B></span> icon <img src="images/SelectorControl.gif" x-maintain-ratio="TRUE" width="31px" height="13px" border="0" class="img_whs2"> 
 and then choose the selector style from the drop-down list. For examples 
 of each selector style, see 
<a HREF="Defining_a_selector.htm">Defining 
 a selector</a>.</p></li>
	
<li class=p-Steps><p class=Steps>Click a location on your document 
 in which to place the selector. The selector is added to the document.</p></li>
</ol>
<p class=Tip-Note-Text style="margin-left: 40px;"><span style="font-weight: bold;"><B>Note</B></span>: 
 You cannot place a selector in the Detail section of a document. </p>
<ol start="5" type="1" class="whs3">
	
<li class=p-Steps><p class=Steps>You can resize the selector by clicking 
 and dragging its handles.</p></li>
	
<li class=p-Steps><p class=Steps>To format the selector, right-click 
 the selector and select <span style="font-weight: bold;"><B>Properties and 
 Formatting</B></span>. The Properties and Formatting dialog box opens.</p></li>
	
<li class=p-Steps><p class=Steps>From the left, choose <span style="font-weight: bold;"><B>Selector</B></span>.</p></li>
	
<li style="margin-left: -20px;" class=p-Steps><p class=Steps style="margin-left: 0px;">From 
 the <span style="font-weight: bold;"><B>Action Type</B></span> drop-down list, 
 determine what the selector will be used to do. For example, will the 
 selector be used to choose different attribute, custom group, or consolidation 
 elements, or a panel within a panel stack? Choose from the following: 
 </p></li>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Select 
 Element</B></span>: When the document is displayed, the selector will display 
 a list of the elements from the attribute chosen in the <span style="font-weight: bold;"><B>Source</B></span> 
 field. If you choose this option, select a <span style="font-weight: bold;"><B>Source</B></span> 
 from the drop-down list. The Source list contains all of the attributes 
 in all of the datasets in the document.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Select 
 Metric</B></span>: When the document is displayed, the selector will display 
 a list of the metrics available in the Grid/Graphs chosen as the Target.<span 
 style="margin-left: 80px; font-weight: bold;"><B><br>

		<br>

		Note</B></span>: Metrics that are within text fields in the target 
 are not listed. For example, a panel stack is selected as a Target and 
 contains a metric in a text field. That Metric is not displayed in the 
 Select Metric list.</p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1><span style="font-weight: bold;"><B>Select 
 Panel</B></span>: When the document is displayed, the selector will display 
 a list of the panels available in the panel stack chosen as the Target. 
 <span style="font-weight: bold;"><B><br>

		<br>

		Note</B></span>: If the selector style is set to Checkboxes, 
 Select Panel is unavailable, since you cannot display multiple panels 
 simultaneously. Select a different style to display panels. </p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>By default, the selector allows the 
 user to display all the elements or metrics in the Target at one time. 
 To disable this, clear the<span style="font-weight: bold;"><B> Show option 
 for All</B></span> check box.<span style="margin-left: 40px; font-weight: bold;"><B><br>

	<br>

	Note</B></span>: This option is not available if the <span style="font-weight: bold;"><B>Action 
 Type</B></span> is set to <span style="font-weight: bold;"><B>Select Panel</B></span>, 
 or the <span style="font-weight: bold;"><B>Style </B></span>is set to <span style="font-weight: bold;"><B>Slider</B></span> 
 and the <span style="font-weight: bold;"><B>&nbsp;Allow 
 multiple selection</B></span>s check box is selected.</p></li>
	
<li class=p-Steps><p class=Steps>To allow the user to choose multiple 
 options in the selector, select the <span style="font-weight: bold;"><B>Allow 
 multiple selections</B></span> check box. Only some selector styles support 
 multiple selections. </p></li>
	
<li class=p-Steps><p class=Steps>For Slider, Radio Buttons, Checkboxes, 
 and Button Bar, the <span style="font-weight: bold;"><B>Orientation</B></span> 
 option is available. You can select whether to display the selector horizontally 
 (on a single line from left to right) or vertically (in a single column).</p></li>
	
<li class=p-Steps><p class=Steps>A selector can either filter or slice 
 the data:</p></li>
	<ul>
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>The selections 
 made in a filtering selector are used to filter the underlying dataset 
 before the metric values are aggregated at the level of the Grid/Graph 
 that is displayed in the document. To define the selector to filter data, 
 select the <span style="font-weight: bold;"><B>Apply selections as a filter</B></span><span> 
 check box.</span></p></li>
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>The selections 
 made in a slicing selectors are used to determine which slices of data 
 are combined and shown in the Grid/Graph. To define the selector to slice 
 data, clear the <span style="font-weight: bold;"><B>Apply selections as a 
 filter</B></span> check box.</p></li>
	</ul>
	<ul>
<li class=p-Steps-Bulleted-1-No-Bullet-Indent><p class=Steps-Bulleted-1-No-Bullet-Indent>For 
 more details on the differences, including examples, see 
<a href="Applying_selections_as_filters_or_slices.htm">Applying 
 selections as filters or slices</a>. </p></li>
	</ul>
	
<li style="margin-left: -20px;" class=p-Steps><p class=Steps style="margin-left: 0px;">From 
 the list of available <span style="font-weight: bold;"><B>Targets</B></span> 
 on the right, select Grid/Graph(s) and/or panel stack(s) 
 and click <span style="font-weight: bold;"><B>&gt;</B></span> to add them to 
 the list of Selected Targets:</p></li>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>If the <span 
 style="font-weight: bold;"><B>Action Typ</B></span>e is <span style="font-weight: bold;"><B>Select 
 Panel</B></span>, you can only select a single panel stack. The panels in 
 this panel stack are displayed in the selector. </p></li>
	</ul>
	<ul type="1" class="whs4">
		
<li class=p-Steps-Bulleted-1><p class=Steps-Bulleted-1>If the <span 
 style="font-weight: bold;"><B>Action Type</B></span> is <span style="font-weight: bold;"><B>Select 
 Element</B></span> or <span style="font-weight: bold;"><B>Select Metric</B></span>, 
 you can select single or multiple Grid/Graphs, panel stacks, or any combination 
 of Grid/Graphs and panel stacks. The target Grid/Graph displays the elements 
 or metrics that the user chooses in the selector. </p></li>
	</ul>
	<ul start="5" type="1" class="whs4">
		
<li class=p-Steps-No-Number-Indent><p class=Steps-No-Number-Indent><span 
 style="font-weight: bold;"><B>Note</B></span>: If targets are automatically maintained, 
 the <span style="font-weight: bold;"><B>Available targets</B></span> and <span 
 style="font-weight: bold;"><B>Selected targets</B></span> lists are unavailable. 
 All Grid/Graphs and panel stacks in the same document section or panel 
 as the selector are displayed in the <span style="font-weight: bold;"><B>Selected 
 targets</B></span> list. You can disable automatic targets by clicking the 
 <span style="font-weight: bold;"><B>Manual Targets</B></span> button. If you 
 do, all selectors in the layout are no longer automatically maintained. 
 For more information about disabling automatic target maintenance, see 
 
<a href="Automatically_maintaining_targets_for_selectors.htm">Automatically 
 maintaining targets for selectors</a>.</p></li>
	</ul>
	
<li class=p-Steps><p class=Steps>Click <span style="font-weight: bold;"><B>OK</B></span> 
 to return to the document.</p></li>
</ol>
<h3>Related topics</h3>
<ul type="disc" class="whs1">
	
<li class=p><p>
<a HREF="Formatting_selectors.htm">Formatting selectors</a></p></li>
</ul>
<p>&nbsp;</p>
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